Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCIIX (Kngt Clb Eqy Cp) | 17.24% | 31.22% | 20.21% | 7.45% | 10.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCIIX (Kngt Clb Eqy Cp) | 03/02/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 31.22 | 20.21 | 7.45 | 10.14 | NA | NA | … | … | 17.24 | 26.84 | 7.58 | 13.60 | -19.08 | 11.41 | 13.79 | 18.03 | -14.69 | 30.96 | 6.41 | -8.81 |
| Sharpe Ratio | NA | 1.82 | 1.18 | 0.32 | 0.53 | NA | NA | … | … | 2.03 | 1.66 | 0.34 | 0.85 | -0.97 | 0.84 | 0.49 | 1.54 | -1.14 | 3.71 | 0.37 | -0.68 |
| Standard Deviation(%) | NA | 15.28 | 14.06 | 15.52 | 16.08 | NA | NA | … | … | 20.06 | 14.74 | 11.73 | 11.74 | 21.29 | 13.56 | 27.47 | 10.78 | 14.10 | 8.21 | 16.70 | 15.33 |
| Draw Down(%) | NA | 12.66 | 13.14 | 32.76 | 38.12 | NA | NA | … | … | 12.66 | 13.14 | 8.76 | 9.55 | 31.41 | 8.22 | 35.20 | 10.00 | 22.94 | 2.27 | 12.00 | 19.28 |
| Yield(%) | 0.00 | 3.47 | 3.06 | 3.41 | 3.88 | 2.45 | 1.84 | … | … | 0.00 | 4.27 | 2.69 | 2.20 | 1.75 | 10.14 | 1.11 | 2.24 | 1.85 | 1.81 | 1.76 | 1.25 |
Data as of 06/04/2026, Common starting date is 03/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCIIX (Kngt Clb Eqy Cp) |
-2.64%
Mar 2017 – Mar 2020 |
-0.72%
Oct 2017 – Oct 2022 |
5.64%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCIIX (Kngt Clb Eqy Cp) |
20.70%
May 2023 – May 2026 |
12.96%
Jun 2016 – Jun 2021 |
10.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart